BERDX Mutual Fund (Carillon Chartwell Mid Cap Value Fund Class R6) is managed by Carillon Family of Funds with $13,764.97 in net assets. BERDX expense ratio is 0.80%, holding 51 positions across sectors including Industrials, Unknown, Information Technology. Inception date: 2024-04-26.

BERDX performance shows a YTD return of 11.51%. The 1-year return is 21.86%. BERDX dividend yield stands at 11.36%, paid annually.

BERDX top holdings include Restaurant Brands International Inc. (3.2%), Brunswick Corp (3.0%), Kirby Corp (2.9%), Regal Rexnord Corp (2.8%), Baker Hughes A Ge Co. Class A (2.8%). View all BERDX holdings, sector breakdown, or dividend history.

BERDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BERDX alternatives are available via the screener, along with tax-loss harvesting opportunities.